Daniel Deloria (CRD# 2304975) is an Investment Advisor Representative working at Avantax Advisory Services in Greenfield, MA and has over 31 years of experience in the finance industry. Daniel Deloria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Dallas, TX | Oct 2021 - Current | 2 |
| Avantax Wealth Management | Dallas, TX | Jun 2021 - Current | 2 |
| Avantax Advisory Services | Dallas, TX | Jun 2021 - Current | 2 |
| N/a | Greenfield, MA | Dec 2017 - Jun 2021 | 3 |
| Mml Investors Services, LLC | Springfield, MA | Mar 2014 - Dec 2017 | 3 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Feb 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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